| 摘要 |
Methods, systems, and machine-readable media are disclosed for managing financial data associated with a plurality of financial service providers. According to one embodiment, a method of managing financial data associated with a plurality of financial service providers can comprise receiving a set of criteria for identifying one or more accounts for one of the financial service providers. The criteria can specify an environment in which the financial data is stored , the environment comprising a plurality of categories for storing the financial data. The criteria can also include a date criterion. The one or more accounts can be identified based on the set of criteria in the environment specified by the criteria. The identified accounts can be evaluated based on the set of criteria. In some cases, the method can further comprise updating the accounts based on the evaluation.
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